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Quilter Goes Live With Coric Client Communications Suite From Equipos
LONDON, September 8, 2010-- Quilter, a specialist in personalised investment management services, has
now implemented the Equipos Coric client communications suite and
successfully completed its first run of 30,000 report packs. Quilter's new
client reporting infrastructure automates the production of high-volume
report runs and significantly streamlines client communications. As part of
the project, which was delivered on time and on budget, Equipos has greatly
enhanced the design and production of Quilter's client reporting.
Equipos Coric enables end-to-end management of the client reporting
process while providing dashboard control and workflow automation. Coric puts
control of the reporting process into the hands of the client services team,
enabling rapid response to ever-changing client reporting requirements.
Natalie Levine, Head of Technology at Quilter, said "This is the first
phase of our strategy to introduce more flexible and higher quality reports
for our clients. Our goal was to achieve process efficiencies whilst also
enhancing the quality of client communications. We were impressed by Coric's
breadth of functionality and its ability to generate reports with high visual
appeal. The feedback from clients following our first report run has been
positive."
Equipos CEO, Alan Hamilton, said: "Quilter is a valued addition to our
rapidly expanding base of users in Europe, North America and Asia. This
implementation proves that Coric can deliver outstanding operational and
client services results in a very short timescale, and we are delighted that
we have been able to bring both creative and technical expertise to this
project."
Equipos
Equipos is a leading international supplier of automated client
reporting, document management and business process management solutions for
institutional and private client investors and wealth managers. Equipos
designs, develops and delivers outstanding solutions for industry leaders
such as American Century, Bank Julius Bar, Cazenove Capital Management,
Fairbairn Private Bank (Old Mutual), Hargreave Hale, Hermes Fund Managers,
Jupiter Asset Management, LCF Rothschild, Northern Trust, Rathbones and
Rensburg Sheppards. http://www.equipos.co.uk
Quilter
Quilter is a specialist in personalised investment management services.
With approximately GBP6.3bn of funds under management (as at 30 June 2010)
its clients include private clients, charities and trusts, pension funds,
corporate bodies and life companies. The company employs approximately 300
staff based in 11 offices throughout the UK, Jersey and Ireland. Quilter is
part of Morgan Stanley Smith Barney. The firm can trace its ancestry back to
1777.
Press contact: Nicola Cowburn press@equipos.co.uk, +44(0)207-933-8720
Source: Equipos
Press contact: Nicola Cowburn, press@equipos.co.uk, +44(0)207-933-8720
Quilter Goes Live With Coric Client Communications Suite From Equipos
LONDON, September 8, 2010-- Quilter, a specialist in personalised investment management services, has
now implemented the Equipos Coric client communications suite and
successfully completed its first run of 30,000 report packs. Quilter's new
client reporting infrastructure automates the production of high-volume
report runs and significantly streamlines client communications. As part of
the project, which was delivered on time and on budget, Equipos has greatly
enhanced the design and production of Quilter's client reporting.
Equipos Coric enables end-to-end management of the client reporting
process while providing dashboard control and workflow automation. Coric puts
control of the reporting process into the hands of the client services team,
enabling rapid response to ever-changing client reporting requirements.
Natalie Levine, Head of Technology at Quilter, said "This is the first
phase of our strategy to introduce more flexible and higher quality reports
for our clients. Our goal was to achieve process efficiencies whilst also
enhancing the quality of client communications. We were impressed by Coric's
breadth of functionality and its ability to generate reports with high visual
appeal. The feedback from clients following our first report run has been
positive."
Equipos CEO, Alan Hamilton, said: "Quilter is a valued addition to our
rapidly expanding base of users in Europe, North America and Asia. This
implementation proves that Coric can deliver outstanding operational and
client services results in a very short timescale, and we are delighted that
we have been able to bring both creative and technical expertise to this
project."
Equipos
Equipos is a leading international supplier of automated client
reporting, document management and business process management solutions for
institutional and private client investors and wealth managers. Equipos
designs, develops and delivers outstanding solutions for industry leaders
such as American Century, Bank Julius Bar, Cazenove Capital Management,
Fairbairn Private Bank (Old Mutual), Hargreave Hale, Hermes Fund Managers,
Jupiter Asset Management, LCF Rothschild, Northern Trust, Rathbones and
Rensburg Sheppards. http://www.equipos.co.uk
Quilter
Quilter is a specialist in personalised investment management services.
With approximately GBP6.3bn of funds under management (as at 30 June 2010)
its clients include private clients, charities and trusts, pension funds,
corporate bodies and life companies. The company employs approximately 300
staff based in 11 offices throughout the UK, Jersey and Ireland. Quilter is
part of Morgan Stanley Smith Barney. The firm can trace its ancestry back to
1777.
Press contact: Nicola Cowburn press@equipos.co.uk, +44(0)207-933-8720
Source: Equipos
Press contact: Nicola Cowburn, press@equipos.co.uk, +44(0)207-933-8720